EC
EdgeRock Capital Portfolio holdings
AUM
$359M
1-Year Est. Return
18.25%
1 Year Est. Return
+18.25%
AUM
$359M
AUM Growth
+$43.1M
(+14%)
Holding
126
Top Buys
| 1 | +$15M | |
| 2 | +$12.2M | |
| 3 | +$6.04M | |
| 4 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
+$1.94M |
| 5 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$1.89M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$7.72M | |
| 3 | +$2.16M | |
| 4 |
Apple
AAPL
|
+$1.22M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$844K |
Sector Composition
| 1 | Technology | 7.64% |
| 2 | Industrials | 2.2% |
| 3 | Communication Services | 1.95% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Financials | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Parsons
PSN
$8.81B
| – | – |
-8,490
|
|